Custom Actions

Custom actions, also known as invocable methods, provide a friendly way of calling the functionality of an API via a user interface.

Each Certinia custom action resides within an Apex class, which calls an API method. You can use these actions in Salesforce Flow Builder to call an API method to execute Apex code. See the Salesforce Help for more information.

Invocable Methods

You can use the following custom actions in Services CPQ.

Invocable Apex Class	Purpose	Global API	Global API Entry Point
ActionAddFromEstimateTemplate	Copies all related records from one estimate to another.	AddFromEstimateTemplateService.addAllRelatedRecords
ActionAddEstimateProduct	Adds estimate products to estimates.	AddEstimateProductService	addEstimateProductsToEstimates
ActionCreateEstimate	Creates new estimates.	CreateEstimateService	createEstimates
ActionMoveEstimateDates	Moves the dates of multiple estimates and their child records.	MoveEstimateDatesService	moveEstimateDates
ActionPushEntireEstimateToOpportunity	Pushes the estimate and all of its associated records to the related opportunity.	PushToOpportunityService	pushToOpportunity
ActionPushToOpportunity	Pushes the estimate and selected associated records to the related opportunity.	PushToOpportunityService	pushToOpportunity
ActionRefreshRates	Refreshes the bill rates and cost rates of an estimate's role requests to ensure that they are using the current suggested bill rate and average cost rate values from the related rate cards.	RefreshRatesService	refreshRates

The process is run as the user who triggered it when using custom actions with Salesforce Flow Builder. The user performing the action therefore needs the appropriate licenses and permissions. For more information about permissions, licenses, and our Apex classes, see Setting up Services CPQ and Permission Sets and Other Technical Documentation.

For more information about using custom actions and flows, see the Salesforce Help.